Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.06M Buy
+60,976
New +$3.06M 0.27% 102
2024
Q2
Sell
-15,627
Closed -$1.07M 534
2024
Q1
$1.07M Buy
+15,627
New +$1.07M 0.13% 215
2020
Q4
Sell
-18,276
Closed -$2.22M 419
2020
Q3
$2.22M Buy
18,276
+9,170
+101% +$1.12M 0.21% 113
2020
Q2
$967K Buy
+9,106
New +$967K 0.06% 196